Fortis Group Advisors’s Permian Basin Royalty Trust PBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49K | Hold |
200
| – | – | ﹤0.01% | 433 |
|
|
2025
Q1 | $1.98K | Hold |
200
| – | – | ﹤0.01% | 412 |
|
|
2024
Q4 | $2.22K | Hold |
200
| – | – | ﹤0.01% | 424 |
|
|
2024
Q3 | $2.38K | Hold |
200
| – | – | ﹤0.01% | 412 |
|
|
2024
Q2 | $2.25K | Hold |
200
| – | – | ﹤0.01% | 411 |
|
|
2024
Q1 | $2.42K | Sell |
200
-200
| -50% | -$2.42K | ﹤0.01% | 427 |
|
|
2023
Q4 | $5.58K | Buy |
400
+200
| +100% | +$2.79K | ﹤0.01% | 350 |
|
|
2023
Q3 | $4.25K | Buy |
+200
| New | +$4.25K | ﹤0.01% | 303 |
|
|
2020
Q3 | $0 | Buy |
+200
| New | – | ﹤0.01% | 472 |
|